- HSBC (Irvine, CA)
- …The role is not expected to provide securities recommendations to clients. As the Wealth Relationship Officer , you will: + Provide high quality sales ... Work is often performed under the direction of registered securities representatives, the Wealth Relationship Manager (WRM). This role is a part of the overall … more
- HSBC (Arcadia, CA)
- …all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful ... acquires, develops, advises, and retains a portfolio of clients. As the Wealth Relationship Manager, you will: + Build deep, long-lasting and mutually valuable… more
- Citigroup (Fullerton, CA)
- …the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... Citi Global Wealth brings together the full power of Citi...but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral… more
- Morgan Stanley (Pasadena, CA)
- …investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with ... *POSITION SUMMARY:* The Wealth Management Associate is often the first point...* Mandarin speaking preferred *REPORTS TO:* * Business Service Officer Expected base pay rates for the role will… more
- Morgan Stanley (Pasadena, CA)
- …client relationship operations to help support the Financial Advisor/Private Wealth Advisor team scale their business. *DUTIES and RESPONSIBILITIES:* * Oversee ... The Chief of Staff is a strategic partner that supports a Financial Advisor/Private Wealth Advisor Team. The role provides an opportunity to contribute to the growth… more
- JPMorgan Chase (Woodland Hills, CA)
- …relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- City National Bank (Los Angeles, CA)
- **BUSINESS CONTROLS MANAGER - PRIVATE BANKING & WEALTH MANAGEMENT** **WHAT IS THE OPPORTUNITY?** This position will work directly with the City National Bank ("CNB") ... Business Control Officer ("BCO") and Senior Business Control Manager for Private Banking & Wealth Management and will partner with the Risk Framework leadership… more
- City National Bank (Beverly Hills, CA)
- **ACCOUNT SUPPORT OFFICER ** **WHAT IS THE OPPORTUNITY?** This person is responsible for the day-to-day interaction with Account Managers and clients of the ... As the operational expert for the client, the Account Officer is positioned to proactively execute on the concepts...on the concepts developed by the Account Manager or Relationship Manager with minimal supervision. Is also instrumental as… more
- Citigroup (Woodland Hills, CA)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via… more
- Citigroup (Anaheim Hills, CA)
- The **Community Mortgage Lending Officer ** is an **entry level position** responsible for driving mortgage sales and client relationships through engagement with ... clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast of trends and… more
- Umpqua Bank (Newport Beach, CA)
- …and partnership. You reside inOrange County, California, you are an experienced Trust Officer , Trust Advisor, or Wealth Investment Portfolio Manager and you are ... Trust Portfolio Manager Wealth Management Newport Beach, California **Description** **About Us:**...place to work by offering a special brand of relationship banking and by providing a culture where associates… more
- City National Bank (Beverly Hills, CA)
- …and operational needs. As the operational expert for the client, the Account Officer /Manager is positioned to proactively execute on the concepts developed by the ... Relationship Manager with minimal supervision. Is also instrumental as...of experience with bank products and services (eg. deposits, wealth management, cash management, international, etc.) required. **Skills and… more
- PNC (Irvine, CA)
- …team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist **Institutional Asset Management ... sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. The… more
- PNC (Irvine, CA)
- …of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. **Institutional Asset Management ... sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG… more
- Comerica (Los Angeles, CA)
- …demonstrates Sales and Credit skills learned in the program. * Initial placement into Relationship Manager I, First Level Officer position. Placement out of the ... challenging career path designed to develop Commercial Banking Associates into well-rounded Relationship Managers that exhibit a solid credit foundation and strong … more
- University of Southern California (Los Angeles, CA)
- …health. As the Director of Development, reporting directly to the Chief Development Officer , you will spearhead the execution of a dynamic major gift development ... to engage potential funding sources efficiently and effectively. + Relationship Building:Facilitate connections between potential donors and faculty members,… more